Shawn Tydlaska has been CEO and CCO of Ballast Point Financial Planning since March 2016, is a control person of the firm and directly owns 75% or more of it. Shawn Tydlaska holds an MBA from the University of Michigan, Ross School of Business and a BA in Economics from the University of California, Los Angeles.
Ballast Point Financial Planning, LLC is a Burlingame, CA firm with $162M under management, 143 clients and 4 advisers across 3 offices, as of its May 2026 filing.
Shawn Tydlaska is Founder & CEO of Tessara Wealth. He launched Ballast Point in May of 2016. He is one of the co-founders of the BLX Internship Program, which helps aspiring financial planners who identify as Black or Latinx attain internships at financial planning firms.
Professional designations
Listed by Ballast Point Financial Planning
- CFP®
Investment adviser representative registrations
Shawn Tydlaska is registered as an investment adviser representative in 4 states. The first approvals date from April 2016; the most recent is Virginia, in August 2023.
- CaliforniaSince 22 April 2016
- LouisianaSince 24 May 2021
- TexasSince 27 August 2020
- VirginiaSince 14 August 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 27 January 2011 |
- Name
- General Securities Representative Examination
- CRD
- 5852455
- Firm
- Ballast Point Financial Planning · CRD 283295
- Role
- CEO and CCO
- Office
- 340 LORTON AVE, STE 216, Burlingame, CA 94010
- Registration
- Investment adviser registration
- In the industry since
- April 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- tessarawealth.com
Where does Shawn Tydlaska work?
Shawn Tydlaska has been CEO and CCO of Ballast Point Financial Planning, LLC since March 2016, and is a control person of the firm.
Is Shawn Tydlaska a financial advisor?
Yes. Shawn Tydlaska has a current investment-adviser registration in California, Louisiana, Texas and Virginia, through Ballast Point Financial Planning since April 2016.
How many years of experience does Shawn Tydlaska have?
Shawn Tydlaska has 10 years in the financial industry, since April 2016, across 1 adviser firm.
What exams has Shawn Tydlaska passed?
Shawn Tydlaska passed the Series 7 in January 2011.
Where is Shawn Tydlaska based?
Shawn Tydlaska’s registered office is in Burlingame, CA.
Is Shawn Tydlaska registered with FINRA?
No. Shawn Tydlaska has no current broker registration.
Is Shawn Tydlaska a CFP?
Ballast Point Financial Planning lists Shawn Tydlaska with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Shawn Tydlaska, CFP®, MBA biography, tessarawealth.com
How can I verify Shawn Tydlaska’s record?
Search CRD 5852455 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Shawn Tydlaska’s full registration record.